Read on to learn more.
In the most recent software update, we have connected the order in which items are listed in the Box Builder to match the order in which those items are listed in the Packing report.
Read on to learn more.
Adding Dates to Your Delivery Schedules
As the leaves start to change, we begin looking towards the new year. This week’s tip reviews how to review and add dates to your delivery schedules. This is especially important for ongoing programs that make deliveries year-round; you will want to regularly add dates to your schedules on an ongoing basis. If you manage a seasonal program, you may want to click here to learn about setting up a new season.
Read on to learn more.
This week, we've released a new feature that allows you to re-schedule members for missed deliveries!
Watch the video to see how the new feature works, then read more below to learn about how to set up this feature and how to use it.
*If video appears fuzzy, increase quality to 720 HD
Today's tip of the week comes from a suggestion from Chris Bodnar from Close to Home Organics! Thanks Chris! If you have any great suggestions for us to share with the Farmigo family, please let us know!
Chris realized that some of his members were going great distances to retrieve their orders because they REALLY wanted local produce. People are often willing to go out of their way to get great produce. He was realizing, however, that these people tended not to sign up again after one season because it was such a hassel to drive long distances to get their produce.
So, when setting up his new season, he wanted to figure out a new pick up spot that would work for all of his customers. So he figured out a quick and easy way to create a map with pinpoints for all of his customers.
When customers sign up for your program through Farmigo, they enter their home address. Watch this video to learn how to use Batchgeo.com to create a map of your customers home addresses in seconds! These maps will help you identify clusters of customers and choose a potential new pick up spot.
Have any cool tips you want to share with the Farmigo Family?
Please email email@example.com with any tips that you would like to share with the Farmigo Family.
This week's tip is Part 2 in understanding how your schedules, routes/locations and items are interconnected. In Part 1, we learned how the system uses calendars to calculate share price. The next step is to understand how the system understands where, when, and how often your shares are delivered.
This week Farmigo will be releasing an system update that will add some Oomph! to your Logistics reports.
PLEASE NOTE: You will no longer be able to generate the Member Pick-up Details report for past delivery dates!
Creating Unique Labels
The Labels report is a powerful tool to help you manage your deliveries. The generator contains a number of useful fields to help meet a variety of your needs. This week, I will share some tips on how to create color-coded labels and create a customized look for your labels. To learn more about the different settings for the Labels report, visit our Help Site.
Color coding by location
When you check the box to "ADD A PAGE BREAK" to your Labels report, the resulting PDF file will insert a page break between labels sorted by location. Then you can print out labels for each location with a different colored label.
Starting from scratch
When you generate the Labels report as a CSV file (OUTPUT = CSV), you will have a database that is organized into helpful columns. You may then use this database in conjunction with a word processor to create your own labels template. Below I've outlined steps that you may take to set up such a template using Microsoft Word 2007/2010. For a more general understanding of this functionality, check out Microsoft Office's online tutorial to build a Mail Merge.
How to create a labels template in Microsoft Word 2007 or 2010
To create a template use each week with your Farmigo Labels report, follow these steps:
Watch how to create a template in 5 minutes ...
How to use your new Labels template
Now that you have created your template, let's use it!
1. Go to the Labels report generator in the Farmigo Dashboard, select the relevant delivery date, and then configure the other fields as you did when you were creating your template. Set OUTPUT to CSV. Generate the report and save it in a memorable location on your computer.
2. Open Microsoft Word 2007/2010 and select new from the main menu in the upper left-hand corner. When the New Document dialog box appears, select "New from existing ..." on the left. Find the template that you created and click Create New.
* An Error Message may appear that starts with "Opening this document will run the SQL command: ...". Click No here.
3. Now that you have created a new document based on your labels template, go to the Mailings tab. From the Start Mail Merge area, click the Select Recipients button and select Use Existing List from the menu. Find and open the CSV Labels report that you just generated from your Farmigo Dashboard.
4. Then click the Finish & Merge button and select Edit Individual Documents from the menu. Choose the option to merge All records and click OK. This action will merge the data from your CSV Labels report with the Labels template. Now you may review the merge and print your labels.
How does the Labels report help you?
Add a comment here and share your helpful ideas for using the Labels report :)
Many CSA's have numerous pick up locations. Although we all want, and sometimes need to be in two places at once, it just isn't possible. Site hosts are members who help you distribute shares when you can't make it to all of your pick up locations. Assigning a member as a site host gives them access to the tools and resources they need to be prepared to help distribute shares. Today's TOW teaches you how to assign a member to be a host and the tools that will become available to them.
How to Assign Hosts to a Pick Up Location
To assign a current member as a host of a location, go to the routes module and click on the location you wish to add a host to. Click on the host tab of the edit location card. Then, begin typing the member's name in the "Find Member" field. To select the member hit enter/return. If you wish to allow subscribed members to view the site host's contact info at this location, under "Publish Host," click on the field where it says "No" and select "Yes" from the drop down menu.
What published hosts will look like in a member's account:
If you decide to publish hosts, members assigned to this location will now be able to view the site host contact information when they enter their account. Now, if they are going to be late for a pick up they can directly call the person in charge of the site.
Helpful Tools for Hosts:
Hosts will be granted access to two tools that will help them ensure proper share distribution at their pick up site. When a host logs into their account, they will now be able to view the reports tab. They can now view an easily printable PDF version of the Pick-up/Drop off Report and the Contact List Report.
* If you would like to publish site host information, but not give them access to these reports, please let us know at firstname.lastname@example.org and we can remove site host access to reports.
Pick-up/Drop off Report
The Pick-up/Drop off Report is formatted as a check list that displays the member name and what they ordered. This report is great for worksites where shares are dropped off in a lunch room/office and members pick up their shares without supervision. Now, members can check off to confirm that they have received their shares so there is no confusion.
Contact List Report
The Contact List Report shows contact info for each member, including phone number and email. If the member has provided secondary contact information, it will be displayed as well.
Empower your members to become site hosts by providing them with these helpful tools! Members can be assigned to multiple pick up locations. Also, there is no limit to the number of hosts at a single pick up location. Some CSA's require members to volunteer at least once a season to help with distribution. This is a good way to encourage members to meet each other and contribute to the success of your program. If you could use a helpful hand at your pick-up locations, ask members to become site hosts!
How have site hosts helped you? What do you find are the benefits of assigning site hosts? Share your comments below.